Policy Service & Client Care Specialist

Relation Insurance Services; United States; Remote; USD 21.000 - 40.000; Vollzeit

Benefits dieser Stelle

Competitive pay

Robust benefits package (health, 401k,

Zusammenfassung

Relation Insurance Inc. is seeking a Client Service Specialist to execute administrative tasks related to account management and policy servicing.

You will process endorsements, renewals, cancellations, and maintain accurate records to support an excellent client experience. The role requires strong knowledge of personal lines, Excel proficiency, and the ability to work independently within a collaborative team.

Qualifikationen

• Property and casualty license may be required within 90 days of hire.
• AINS/CISR designation preferred.
• High school diploma or equivalent required.
• 1+ year of customer service experience required.
• Knowledge of insurance markets, products and underwriting procedures.
• Experience with personal lines coverage.
• Proficient with Excel and able to learn new software.
• Strong interpersonal and communication skills.

Aufgaben

• Maintains client files and ensures accurate account information.
• Processes policy change requests and endorsements with accuracy.
• Follows up on endorsements, prepares for delivery.
• Orders renewal policies and verifies against proposals in the AMS.
• Enters and rates policies on carrier websites and orders new policies.
• Issues certificates of insurance and auto ID cards for policyholders.
• Prepares cancellation and release forms and follows up on cancellations.
• Orders MVRs and loss runs as directed.
• Reviews mail and supports phone/walk-in traffic.
• Adopts proprietary AI solutions to enhance client service experience.
• Performs other duties as assigned.

Kenntnisse

Bilingual English/Spanish

Customer service

Microsoft Office

Excel

Written and verbal communication

Ausbildung

Property & Casualty License

AINS or CISR designation

High School Diploma or equivalent

Tools

Microsoft Office Suite

Agency Management System

Jobbeschreibung

Relation Insurance Inc. is seeking a Client Service Specialist to execute administrative tasks related to account management and policy servicing.

You will process endorsements, renewals, cancellations, and maintain accurate records to support an excellent client experience. The role requires strong knowledge of personal lines, Excel proficiency, and the ability to work independently within a collaborative team.